Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

42
Number of overlapping holdings
77.8%
% of DRW's 56 holdings also in WTRE
87.5%
% of WTRE's 50 holdings also in DRW
Overlap by Weight
Sector Drift (DRW minus WTRE)
Overlapping Holdings
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Company | Weight in DRW |
Weight in WTRE |
Overlap | |
---|---|---|---|---|
CHINA TOWER CORP. LTD. CLASS H | 5.6% | 7.5% | 5.6% | |
EQUINIX INC | 5.6% | 4.5% | 4.5% | |
PROLOGIS INC | 4.4% | 8.4% | 4.4% | |
SBA COMMUNICATIONS CORP. CLASS A | 4.3% | 5.1% | 4.3% | |
GOODMAN GROUP | 4.6% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
DRW Overweight Relative to WTRE
CELLNEX TELECOM S.A. | 2.2% | |
AMERICAN TOWER CORP-CL A | 1.6% | |
SEGRO PLC | 1.6% | |
INFRASTRUTTURE WIRELESS ITALIANE S.P | 1.2% | |
DIGITAL REALTY TRUST INC | 1.2% | |
AIRBNB, INC. CLASS A | 1.2% | |
NORTHSTAR ASSET MANAGEMENT CORP | 1.1% | |
ESR CAYMAN LTD. | 1.1% | |
GRANITE REAL ESTATE INVESTMENT TRUST | 1.0% | |
EQUINIX INC | 1.0% |
DRW Underweight Relative to WTRE
IRON MOUNTAIN INC | -6.0% | |
PROLOGIS INC | -4.0% | |
REXFORD INDUSTRIAL REALTY IN | -1.9% | |
CHINA TOWER CORP. LTD. CLASS H | -1.9% | |
AMERICOLD REALTY TRUST | -1.4% | |
DREAM INDUSTRIAL REAL ESTATE INVESTM | -1.2% | |
SBA COMMUNICATIONS CORP. CLASS A | -0.8% | |
TERRENO REALTY CORP | -0.7% | |
CAMBRIDGE INDUSTRIAL TRUST | -0.6% | |
WAREHOUSES DE PAUW SCA | -0.6% |